GoalVest Advisory’s Macy's M Stock Holding History

GoalVest Advisory’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-42	Closed	-$867	–	282
2022 Q4	$867	Hold	42	–	–	﹤0.01%	233
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	248
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	296
2022 Q1	$1K	Buy	+42	New	+$1.08K	﹤0.01%	345

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GoalVest Advisory's M Position: Q1 2023 in Review

GoalVest Advisory sold out of Macy's (M) in Q1 2023, closing a stake of 42 shares — an estimated $867 sold.

GoalVest Advisory first reported a position in M in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 423 funds tracked by Wall St. Rank hold M as of Q1 2023.

GoalVest Advisory reported no remaining Macy's position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 42 Macy's shares in Q1 2023, an estimated $867.
GoalVest Advisory first reported a position in Macy's in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's Macy's position peaked at $1K in Q3 2022.
423 funds tracked by Wall St. Rank held Macy's as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.